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Credentials
CFP®
Experience Industry experience
11 years
Location
Great Falls, MT 59405
Interactive Financial Advisors
Multi-team
Brent Leavitt is a CFP® professional with 10 years of experience in the financial services industry. He is affiliated with Interactive Financial Advisors and operates as the sole proprietor of Battle Born Financial Advisor, an insurance brokerage through which he works as an insurance agent. His prior experience includes roles at Nevada Benefits and Interactive Financial Advisors. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models and third-party providers, managing client assets primarily with ETFs and mutual funds across a range of risk profiles.
Based on Interactive Financial Advisors
Based on Interactive Financial Advisors
Fixed fee for financial planning services ranging from $48 to $7,500 (negotiable)
$0 - $24,999: 0.95% - 2.45% (Non 403b Accounts); 1.02% – 2.52% (403b Accounts) $25,000 - $49,999: 0.90% - 2.40% (Non 403b Accounts); 0.97% – 2.47% (403b Accounts) $50,000 - $249,999: 0.80% - 2.30% (Non 403b Accounts); 0.87% – 2.37% (403b Accounts) $250,000 - $499,999: 0.71% - 1.91% (Non 403b Accounts); 0.72% – 1.92% (403b Accounts) $500,000 - $999,999: 0.62% - 1.82% (Non 403b Accounts); 0.57% – 1.77% (403b Accounts) $1,000,000+: 0.50% - 1.70% (Non 403b Accounts); 0.42% – 1.62% (403b Accounts) $1,000 - $24,999: 1.35% Legacy Service $25,000 - $49,999: 1.30% Legacy Service $50,000 - $249,999: 1.25% Legacy Service $250,000 - $499,999: 1.21% Legacy Service $500,000+: 1.00% Legacy Service
Some Investment Adviser Representatives (IARs) are registered representatives and may receive commissions including 12b-1 fees from broker-dealers; insurance commissions also possible
$100 to $400 per hour for financial consulting services (negotiable)
Account minimum: $1,000 Minimum fee: $10 per quarter for accounts $24,999.99 and under; $18.75 per quarter for accounts $25,000 or more in Invest With Trust; $12.50 per quarter for Legacy service accounts Fee-only: Fee-only independent financial adviser; portfolio management fees based on asset tiers as above; fixed fees for financial planning $48 to $7,500 (negotiable); hourly consulting $100 to $400 per hour (negotiable)
Great Falls, MT
1201 10th Ave S, Suite 105
Great Falls MT 59405
Advisors at this office
1
Montana · Nevada
11 years of industry experience
Battle Born Financial Advisor
2017 - Present • 9 years
Pahrump, NV
Interactive Financial Advisors
2015 - Present • 11 years
Oakbrook, IL
Nevada Benefits
2012 - 2017 • 5 years
Las Vegas, NV
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Great Falls, MT
Big Sky Wealth Advisors, LLC
Joshua Horton is a financial advisor with Big Sky Wealth Advisors, LLC in Great Falls, MT, holding a Series 66 designation and 12 years of industry experience. He previously worked at Stifel Nicolaus for nine years and Silver Oak Securities, Inc. for one year. Outside of his advisory role, Horton owns Business Valuation and Consulting Services, Inc., which provides business valuation services. Big Sky Wealth Advisors offers discretionary investment management, financial planning, and retirement plan consulting to individuals, families, estates, trusts, retirement plans, corporations, and charitable organizations. The firm uses a combination of strategic, dynamic, tactical, and core-satellite asset allocation strategies supported by fundamental, quantitative, qualitative, and technical analysis, including a proprietary optimization model for portfolio construction.
Series 63, Series 66
Great Falls, MT
Big Sky Wealth Advisors, LLC
Ryan Swain is a financial advisor at Big Sky Wealth Advisors, LLC with three years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including World Equity Group, Inc. and The Leaders Group Inc. Outside of securities trading, he is also licensed as a health and life insurance agent. Big Sky Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, families, trusts, retirement plans, corporations, and charitable organizations. The firm employs a blend of strategic, tactical, and core-satellite asset allocation methods supported by various analytical approaches and a proprietary portfolio optimization model.
Series 66
Great Falls, MT
Northwest Investment Advisors, Inc.
Kevin Burnett is a financial advisor at Northwest Investment Advisors, Inc. in Great Falls, MT, with 10 years of industry experience. He holds a Series 66 designation and has been with Northwest Investment Advisors since 2017. Outside of advising, Burnett owns a landscaping business and provides computer support and training through Clover Technologies, LLC. He is also a commissioned notary public for the state of Montana. Northwest Investment Advisors, Inc. offers investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million for about 95 clients and uses a mix of fundamental analysis and varied investment strategies, generally operating on a non-discretionary basis with regular portfolio reviews.
Series 65
Great Falls, MT
Rosemeyer Management Group
Teagan Parker is a financial advisor at Rosemeyer Management Group with a Series 65 credential and one year of industry experience. Prior to joining Rosemeyer, Parker worked in healthcare and fitness-related roles, including positions at Benefis Health System and Orange Theory Fitness. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, and institutional clients. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation and integrates financial planning with portfolio management.
CFA®, Series 63
Great Falls, MT
Davidson Investment Advisors, Inc.
Michael Kubas is a CFA® charterholder and holds a Series 63 license with 22 years of industry experience. He has been with D.A. Davidson & Co. and Davidson Investment Advisors since 2005. Both firms are based in Great Falls, MT. Davidson Investment Advisors is an SEC-registered investment adviser serving individuals and institutions with discretionary and non-discretionary portfolio management. The firm uses a centralized investment team to manage multi-cap equity, equity income, and fixed income strategies, emphasizing active, long-term management and tax-related services.
Series 63, Series 65
Great Falls, MT
Sequent Planning, LLC
Daniel Zuidema is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has been the owner of Zuidema Insurance since 1990, where he offers insurance products and services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations, providing asset management, financial planning, and retirement-plan services through a network of independent investment adviser representatives. The firm emphasizes a structured risk framework and diversified manager exposures while offering regular investment communications uncommon among peers of its size.
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